Filed March 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $191,255 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK,N.A Service code 16 · EIN 94-6257133 | Consulting | $59,330 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMANN MCCANN P.C. Service code 10 · EIN 43-1947695 | Accounting | $10,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,581-100.0% | $14,339-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 17.0%-17.0pp | 12.6%-12.6pp |
| Annual return | -47.08% | -1.65%-45.4pp | 1.15%-48.2pp | 4.56%-51.6pp |
| Employer contribution / active EE | $9,824 | $13,303-26.1% | $26,339-62.7% | $15,526-36.7% |
| Participant deferral / active EE | $0 | $273-100.0% | $178-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $10,769-100.0% | $3,605-100.0% | $1,711-100.0% |